How To Use AND/OR Filters With Reports

Follow the steps below to add AND/OR filters to reports.

Step 1: Locate and click on the “Reports” tab on the left-hand side.

Step 2: Click on the report you would like to add filters to.

Step 3: Click “Edit”.

Step 4: Click “Filter”.

Step 5: Inside the filter portion of the report, click “Add Filter” to begin adding in fields.

Step 6: Click on the drop-down to choose an Operator. 

Step 7: Enter the value(s) you would like to assign to the filter.

Step 8: Click "Apply".

Step 9: As you add in fields, you will see logic built above the fields. To edit this logic, click on the little pencil icon.

Step 10: Once you open the filter logic, you can change the structure to keep all of them as AND filters or add in OR filters.

Step 11: Once you outline your correct logic, click "Apply". 

REMINDER: Make sure to add the correct number of parentheses or the logic will not save.